APP
Avantax Planning Partners’s Nuveen ESG Large-Cap Growth ETF NULG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Sell |
5,029
-1,658
| -25% | -$156K | 0.02% | 273 |
|
|
2025
Q1 | $523K | Sell |
6,687
-46
| -0.7% | -$3.6K | 0.02% | 251 |
|
|
2024
Q4 | $578K | Sell |
6,733
-483
| -7% | -$41.5K | 0.02% | 236 |
|
|
2024
Q3 | $596K | Sell |
7,216
-4,550
| -39% | -$376K | 0.02% | 234 |
|
|
2024
Q2 | $955K | Sell |
11,766
-2,305
| -16% | -$187K | 0.03% | 212 |
|
|
2024
Q1 | $1.07M | Sell |
14,071
-293
| -2% | -$22.4K | 0.03% | 207 |
|
|
2023
Q4 | $998K | Sell |
14,364
-1,226
| -8% | -$85.2K | 0.04% | 170 |
|
|
2023
Q3 | $935K | Sell |
15,590
-5,246
| -25% | -$315K | 0.04% | 168 |
|
|
2023
Q2 | $1.3M | Sell |
20,836
-2,106
| -9% | -$131K | 0.05% | 145 |
|
|
2023
Q1 | $1.28M | Sell |
22,942
-2,798
| -11% | -$156K | 0.05% | 145 |
|
|
2022
Q4 | $1.26M | Buy |
25,740
+1,589
| +7% | +$77.7K | 0.05% | 139 |
|
|
2022
Q3 | $1.11M | Buy |
24,151
+4,786
| +25% | +$221K | 0.05% | 134 |
|
|
2022
Q2 | $933K | Sell |
19,365
-1,724
| -8% | -$83.1K | 0.04% | 163 |
|
|
2022
Q1 | $1.28M | Sell |
21,089
-809
| -4% | -$49.1K | 0.05% | 134 |
|
|
2021
Q4 | $1.5M | Buy |
21,898
+2,467
| +13% | +$169K | 0.06% | 120 |
|
|
2021
Q3 | $1.27M | Buy |
19,431
+1,785
| +10% | +$117K | 0.06% | 115 |
|
|
2021
Q2 | $1.14M | Buy |
17,646
+1,499
| +9% | +$96.8K | 0.05% | 126 |
|
|
2021
Q1 | $936K | Sell |
16,147
-6,187
| -28% | -$359K | 0.05% | 136 |
|
|
2020
Q4 | $1.26M | Sell |
22,334
-9,661
| -30% | -$544K | 0.06% | 117 |
|
|
2020
Q3 | $1.63M | Sell |
31,995
-2,907
| -8% | -$148K | 0.09% | 96 |
|
|
2020
Q2 | $1.6M | Buy |
34,902
+3,479
| +11% | +$160K | 0.09% | 94 |
|
|
2020
Q1 | $1.11M | Sell |
31,423
-1,518
| -5% | -$53.5K | 0.08% | 103 |
|
|
2019
Q4 | $1.37M | Buy |
32,941
+798
| +2% | +$33.1K | 0.08% | 91 |
|
|
2019
Q3 | $1.22M | Buy |
32,143
+4,418
| +16% | +$168K | 0.08% | 98 |
|
|
2019
Q2 | $1.04M | Buy |
27,725
+12,431
| +81% | +$467K | 0.07% | 102 |
|
|
2019
Q1 | $539K | Buy |
+15,294
| New | +$539K | 0.04% | 155 |
|